MMI’s 20th Anniversary

2017 marks a significant milestone for MMI – our 20th anniversary.

Since 1997, our organization has had a singular focus – to bring together the leaders of asset management firms, sponsor firms, and solutions providers to Connect, Know and Grow and advance the evolution and professionalism of investment advisory solutions.

New MMI Perspectives Interview with Managed Account Pioneer Len Reinhart

As MMI marks its 20th anniversary, what better time to sit down with Len Reinhart? Len, currently the Executive Chairman of Wealthcare Capital Management, is widely recognized as one of the true innovators in the managed account space. He is a past MMI Advisory Solutions Pioneer Award recipient and former Chairman of the MMI Board of Governors.

MMI Announces Gateway to Leadership Enhancements in 2017

Over the past ten years, MMI's Gateway to Leadership (GTL) program has awarded over 170 internships to minority students through a national search of qualified candidates. Leading firms in the industry - members of MMI - hosted the students at their firms for the summer, providing them with impactful work experience and an understanding of the investment advisory solutions industry.

This year MMI has restructured the GTL program based on member feedback to benefit more students and more firms.

MMI Reports Investment Advisory Solutions Assets Increased 4.9% to nearly $4.6 Trillion in Third Quarter

Quarterly Net Inflows Set Mark of $85.5 Billion

The latest edition of MMI Central reports a 4.9% increase in IAS assets to an all-time high of $4.59 trillion during the third quarter of 2016 compared to a 3.9% rise in the S&P 500. This edition of Central also includes a report prepared by MMI’s partner Dover Financial Research about the likely impact of the Department of Labor (DOL) Fiduciary Rule on Separately Managed Accounts (SMAs).

MMI Reports Investment Advisory Solutions Assets Increased 3% to over $4.3 Trillion in Second Quarter

All Market Segments Experience Strong Growth in Rising Market

MMI Central 3Q 2016 released today by the Money Management Institute (MMI), the national association representing the investment advisory solutions (IAS) and wealth management industry, reports a 3% increase in IAS assets to slightly over $4.3 trillion during the second quarter of 2016 compared to a 2.5% rise in the S&P 500.